Collaboration Between A/P and Payroll: Staying Connected in a Remote Environment
A/P and Payroll are inextricably linked – but in the era of remote work, it can be hard for these two essential departments to stay on the same page.
That’s why it’s critical to align the functions of your Payroll department with A/P - which, without a centralized office, is easier said than done.
For example, how do you determine which department is responsible for making and reporting different payments to employees?
And how do you ensure that, no matter which department handles the actual payments, reporting is transparent and available for distribution between departments?
When roles and expectations are clearly defined, these teams can better support one another – which means your organization makes fewer mistakes, stays compliant, and avoids costly missteps.
Join this workshop to learn best practices for division of labor between Payroll and A/P - and how to ensure these two essential teams are collaborating and communicating at your organization.
You’ll walk away knowing:
- Best practices for process documentation to keep both departments organized in a distributed environment
- Ways to identify and communicate what each department needs to be successful through the ongoing pandemic
- How to use IRS guidelines and reporting to determine which department processes different payments - especially as new pandemic-related expenses arise (like PPE, remote equipment allowances, etc.)
- And more!
Avoid the pitfalls that come with disorganized financial processes
- Common mistakes each department makes that can be costly to the company
- How to foster improved communication between the two departments
- Up-to-date best practices for handling business expenses
- Understand fringe benefits and the impact they have on both departments
An in-depth look at the roles and responsibilities of A/P and Payroll
- Detailed discussion on the updated 1099-NEC form
- The final rule on which department should be responsible for Form W-9
- A review of the cost of non-compliance for tax withholding
Prepare your organization to handle disruptive or unusual events
- A/P’s and Payroll’s roles in deceased employee pay
- How legal settlement payments should be paid and reported by each department
- Maintain audit-proof files and communication
About the Speaker
Dayna is currently the Director of Payroll Operations at a major medical center in Chicago. Dayna has been heavily involved in the Payroll field over 17 years. Starting as a Payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc.
During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures.
Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian Payroll.
Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA.
This program will give you the tools you need to ensure your Payroll and A/P departments collaborate efficiently, communicate often, and clearly understand one another’s roles in the company – whether you’re in the office or not.
If you'd like this program customized for your organization, call us at 1-800-964-6033. We're certain we can fulfill your training needs, while making it fit in your budget!